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The Exiled · 07.12.2022., 20:43

Intel nažalost ima puno većih problema od ARC GPU divizije.

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Apple, AMD back TSMC’s Tripled Investment, Tech Upgrade in Arizona

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Taiwan Semiconductor Manufacturing Co. (TSMC) has more than tripled its overall investment in Arizona to about $40 billion for two chip facilities with the support of customers like Apple and AMD, stoking a U.S. effort to revive domestic chip production. The world’s largest chip foundry said its second fab at a site near Phoenix is slated to start production at the 3nm node in 2026. When it starts, the project will make the most advanced chips in the U.S. The CEOs of TSMC’s largest customers, including Apple, AMD and nVidia, joined a Dec. 6 event in Arizona to mark the occasion.*Apple CEO Tim Cook and AMD CEO Lisa Su said their companies plan to source chips from TSMC in Arizona. AMD, one of TSMC’s top-five customers, also gave the Arizona project a vote of confidence.

“As the leader in semiconductor manufacturing, TSMC enables us to focus on what we do best: designing innovative chips that change the world,” Su said in a statement provided to EE Times. “AMD expects to be a significant user of the TSMC Arizona fabs and we look forward to building our highest-performance chips in the United States.” Apple and AMD are TSMC’s largest customers. TSMC’s increased investment comes as other chipmakers are cutting expenditures amid an industry downturn. The Taiwan company’s decision demonstrates its confidence in the U.S.. While TSMC adds jobs and investment, rival Intel is doing the opposite, according to Bob O’Donnell, chief analyst at Technalysis Research.

“Intel is cutting investment and jobs primarily because of its still-strong dependence on the PC market, whereas TSMC is making chips for all types of markets,” he said. “In addition, TSMC has an incredibly strong foundry business, while Intel is still just building it up from scratch.” When complete, TSMC’s two fabs in Arizona will manufacture over 600,000 wafers per year, with an estimated end-product value of more than $40 billion, according to the company. TSMC Arizona’s first fab, originally targeting the 5nm node for initial production, is now scheduled to start output at 4nm in 2024. TSMC Arizona’s two fabs are expected to create an additional 10,000 high-paying high-tech jobs, including 4,500 direct TSMC jobs.

Izvor: EETimes